Profiel
Mr. Bert L.
Boksen, CFA MBA, is a Senior Vice President, Managing Director & Portfolio Manager at Eagle Asset Management, Inc. He has over 46 years of industry experience and 28 years of experience with the firm.
Mr. Boksen was previously employed as a Chief Investment Officer by Raymond James & Associates, Inc. (Invt Mgmt).
He received his undergraduate degree from The City College of New York and an MBA from St. John's University.
Eerdere bekende functies van Bert Boksen
| Bedrijven | Functie | Einde |
|---|---|---|
Eagle Asset Management, Inc.
 Eagle Asset Management, Inc. Investment ManagersFinance Eagle Asset Management, Inc. (Eagle) is a SEC-registered investment advisor headquartered in St. Petersburg, Florida. The firm was founded in 1976 by Tom James and is a wholly owned subsidiary of Carillon Towers Advisers, Inc., which is wholly owned by Raymond James Financial, Inc. (NYSE: RJF). Eagle provides portfolio management services to institutions and high net-worth clients (individual investors, trusts and smaller employee benefit plans) and serves as the investment subadvisor to the Carillon Funds. | Portefeuillebeheerder-Aandelen | 06-11-2023 |
Raymond James & Associates, Inc. (Invt Mgmt)
 Raymond James & Associates, Inc. (Invt Mgmt) Investment ManagersFinance Raymond James & Associates, Inc. (Invt Mgmt) (RJA-IM) is the investment management division of Raymond James & Associates, Inc. (RJA), a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1974 and is a wholly-owned subsidiary of Raymond James Financial, Inc. (NYSE: RJF). RJA-IM offers planning and/or investment consulting services to a broad range of current and prospective clients. | Chief Investment Officer | 01-01-1994 |
Opleiding van Bert Boksen
| St. John's University | Masters Business Admin |
| The City College of New York | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
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Bedrijven verbonden in de eerste graad
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Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Eagle Asset Management, Inc.
Eagle Asset Management, Inc. Investment ManagersFinance Eagle Asset Management, Inc. (Eagle) is a SEC-registered investment advisor headquartered in St. Petersburg, Florida. The firm was founded in 1976 by Tom James and is a wholly owned subsidiary of Carillon Towers Advisers, Inc., which is wholly owned by Raymond James Financial, Inc. (NYSE: RJF). Eagle provides portfolio management services to institutions and high net-worth clients (individual investors, trusts and smaller employee benefit plans) and serves as the investment subadvisor to the Carillon Funds. | Finance |
Raymond James & Associates, Inc. (Invt Mgmt)
Raymond James & Associates, Inc. (Invt Mgmt) Investment ManagersFinance Raymond James & Associates, Inc. (Invt Mgmt) (RJA-IM) is the investment management division of Raymond James & Associates, Inc. (RJA), a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1974 and is a wholly-owned subsidiary of Raymond James Financial, Inc. (NYSE: RJF). RJA-IM offers planning and/or investment consulting services to a broad range of current and prospective clients. | Finance |